Wendy Jacobson-Rosen (CRD# 2329432) is an Investment Advisor Representative working at Prudential Financial Planning Services in Lake Zurich, IL and has over 31 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Prudential Insurance Company Of America | Lake Zurich, IL | Jan 2023 - Current | 1 |
| Pruco Securities, LLC | Lake Zurich, IL | Jan 2023 - Current | 1 |
| The Prudential Insurance Company Of America | Northbrook, IL | Apr 2003 - Jan 2023 | 19 |
| Pruco Securities, LLC | Northbrook, IL | Apr 2003 - Jan 2023 | 19 |
| Marc Jacobson & Associates | Northbrook, IL | Jun 1989 - Oct 2020 | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- IL
- TX
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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